Annex Wealth Management
Annex Wealth Management is a registered investment advisory firm with more than $5.5 billion in assets under management. The firm caters to more than 15,000 clients of varying types, but focuses mostly on individuals.
Key People:
17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045
Related Stories
Consumer debt passes $17 trillion
Balances at least 90 days delinquent are up year over year. Credit card delinquencies are rising. So are delinquencies for auto loans.
Blending weakness into opportunity
Strength internationally but commodities continue to languish. Getting 'paid to wait' is an opportunity but inflation expectations remain a threat.
Earnings Beat Expectations, But Clouds Loom
Tech led a surprisingly optimistic earnings reporting season, as interest in AI drove many big names higher. Still, some indicators point to continued slowing. Annex Wealth Management’s Dave Spano and Derek Felske discuss.
Credit card crumble?
Roughly 29% of households earning less than $50,000 a year are using credit cards to finance their spending.
https://open.spotify.com/episode/5eyZOXd0DvRUu4vTZZYaQ1
Lots of AI Talk
Investors fall in love easily with new technology. Let's see if that's the case with Google's new chatbot Palm2.
Too many meetings
There are 3 times as many meetings and video calls since February of 2020.
- Advertisement -
How about a rolling recession?
Imagine paying market interest rates on $33 trillion in debt. That's what the next president is facing---no matter who it is.
Catch-Up Contributions | Value Investing | Plan For 1/2 A Couple? | How Is China An EM?
Each week, members of Annex Wealth Management's team answer your questions about wealth and the financial world. This week, Matt Morzy and Sarah Kyle answer questions on:
401k vs IRA Catch Up, Is Value Investing Back?, Plan For Just 1/2 A Couple, China - Emerging Market?, Annex Reviews 401ks
50th Episode Special with guest Gibson Smith of Smith Capital Investors
Blaine Disrud and Trevor Nargis welcome guest Gibson Smith of Smith Capital Investors for a 50th Episode special. Strengths include interest rates and returns available in the bond market while tightening money policy, regional bank problems, and tighter credit pose weaknesses. For opportunities, bonds are back while future inflation is a threat.
Fed May Pause But Employment Stays Strong
Earnings reported better-than-expected numbers and the jobs market also beat expectations. Will we experience the much-anticipated recession? Annex Wealth Management's Dave Spano and Derek Felske discuss.